Create a Sales Order, Create a Sales Estimate, Issue a Credit Note
Background A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or ...
Background Job estimates and sales estimates are very similar. Job estimates are issued against a vehicle whereas sales estimates are issued against the company. For example, a client may wish to buy ...
About Sales Orders A Sales Order is created for a Parts Sales transaction that is not associated with a job card. A Sales Order can also be created for labour. One Sales Order can have many parts an...
1. Click Customers on the homepage 2. Locate the customer in the system, and click the arrow opposite to open the customer record 3. Click the arrow icon to edit the customer record 4. Click the Menu ...
Background A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or ...